Financial Insurance Representative

Serenia Life Financial; Vancouver; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Structured onboarding

Sales training

Independent practice with support

Technology tools

Flexible income potential

Job summary

Serenia Life Financial is seeking a Financial Representative to build and manage your own client practice, helping individuals, families and business owners with financial protection needs. You will identify needs, propose personalized insurance and financial solutions, and grow with coaching and technology support.

This entrepreneurial role offers substantial income potential aligned with your results, along with training, onboarding, and access to a supportive leadership team to help grow your

Qualifications

• Strong communication and interpersonal skills.
• Ability to build relationships and develop new business.
• Willingness to network, prospect and ask for referrals.
• Life insurance licensing is an asset, but not mandatory (licensing support provided).

Responsibilities

• Build and develop your own client base through networking, referrals, and community involvement.
• Meet with individuals, families and business owners to understand goals and risk protection needs.
• Educate clients on life insurance, retirement and other financial solutions.
• Recommend suitable solutions based on client circumstances and objectives.
• Maintain accurate client records and comply with licensing and regulatory requirements.

Skills

Relationship building

Networking

Communication

Sales

Client-focused

Time management

Job description

Financial Representative

Build a Business. Build Relationships. Build a Career That Matters.

We have a lot to be proud of at Serenia Life Financial. For more than a century, we have helped Canadians protect the people and things that matter most while making a meaningful difference in the communities we serve.

What makes Serenia Life Financial different is how we combine the independence and entrepreneurial opportunity of building your own financial services practice with the training, coaching, products, technology and experienced leadership team to help you grow.

Our Human. Kind. philosophy is more than a tagline. It reflects how we work with our clients, our communities and each other. We believe financial services should be personal, relationship-driven and built around helping people create greater financial security for themselves and their families.

For the right person, this is more than a sales role. It is an opportunity to build a long-term business, develop lasting client relationships, create significant income potential and make a meaningful impact.

If you are entrepreneurial, relationship-focused and motivated by building something of your own, we should talk.

Position Summary

As a Financial Representative with Serenia Life Financial, you will build and manage your own client practice while helping individuals, families and business owners understand and address their financial protection needs.

You will develop new client relationships, identify financial needs and provide personalized insurance and financial solutions designed to protect what your clients have worked hard to build.

This is an entrepreneurial sales opportunity for someone who wants greater control over their career, income and long-term business growth while still having access to coaching, training and an experienced support network.

You will be supported with structured onboarding, ongoing sales development, technology, business-building resources and coaching designed to help you establish and grow your practice.

Key Accountabilities

• Build and develop your own client base through networking, referrals, Centres of Influence, community involvement, social media and proactive business development.
• Meet with individuals, families and business owners to understand their goals, priorities and financial protection needs.
• Educate clients on life insurance, critical illness insurance, retirement and other financial solutions.
• Recommend appropriate solutions based on each client's individual circumstances and objectives.
• Develop strong, long-term client relationships built on trust, education and exceptional service.
• Create and execute a consistent prospecting and business development strategy to generate new client conversations.
• Build relationships with Centres of Influence and community partners who can help expand your professional network.
• Maintain accurate client records and meet all regulatory, licensing and compliance requirements.
• Participate in ongoing sales training, coaching, professional development and business planning.
• Continuously develop your knowledge of insurance, financial services, prospecting and relationship management.
• Establish personal activity, sales and business growth goals and take ownership of achieving them.

What We Offer

Build Your Own Practice

Develop a client base and book of business that can grow in value throughout your career. You have the opportunity to create something that is truly your own while having the support of an established Canadian financial services organization behind you.

Unlimited Income Potential

Your income is directly connected to the business you build. Our compensation structure provides commission-based earning potential, bonus opportunities and ongoing residual income.

New Advisors may also qualify for a structured income support program during the early stages of building their practice.

Training and Coaching

You do not have to figure out how to build your business alone. Our Advisors have access to structured onboarding, sales training, ongoing professional development, business-building strategies and experienced coaching.

Independence With Support

Build your practice with flexibility and independence while having access to experienced sales leadership, Advisor support, technology, products and resources.

Multiple Ways to Help Clients

Build deeper client relationships by helping clients address different stages of their financial lives through a range of insurance and financial solutions.

Make a Meaningful Difference

Our Advisors do more than sell financial products. They help families prepare for life's unexpected moments, protect their financial futures and build greater confidence around their finances.

Experience and Qualifications

We are interested in speaking with both experienced financial services professionals and accomplished sales professionals looking to transition into the insurance and financial services industry.

Ideal candidates may bring:

• Previous experience in sales, business development, financial services, insurance, banking, mortgages, real estate or another relationship-driven profession.
• A demonstrated ability to build relationships and develop new business.
• An established personal and professional network and a willingness to continuously expand it.
• Strong communication and interpersonal skills.
• Comfort initiating conversations, networking and asking for introductions and referrals.
• A strong interest in financial services and helping people make important financial decisions.
• Life insurance licensing is an asset, but candidates who are not currently licensed may be considered and supported through the licensing process.
• Additional financial services education, experience or professional designations are considered an asset.

Key Attributes

• Entrepreneurial: You want to build something of your own and take ownership of your results.
• Relationship-focused: You genuinely enjoy meeting people, developing relationships and earning trust.
• Self-motivated: You can create structure, manage your time and take action without needing constant direction.
• Growth-oriented: You are coachable and committed to continually improving your skills and knowledge.
• Resilient: You understand that building a successful business takes consistency, perseverance and patience.
• Connected: You actively participate in professional, community, social or personal networks and are comfortable developing new relationships.
• Goal-driven: You enjoy setting ambitious targets and working consistently toward achieving them.
• Client-focused: You put the client's needs first and believe long-term relationships are more important than short-term transactions.
• Professional: You demonstrate integrity, accountability and sound judgment.
• Community-minded: You want your career to have an impact beyond simply earning an income.

Who Can Thrive in This Career?

You may be a strong fit if you are currently working as a:

Life Insurance Advisor | Financial Advisor | Insurance Professional | Mortgage Agent | Realtor | Banking Professional | Business Development Representative | Account Executive | Outside Sales Representative | Sales Professional | Business Owner | Hospitality

Your industry experience may be different, but the most transferable skills are often the same: building relationships, creating opportunities, earning trust, solving problems and developing new business.

Your Career. Your Business. Your Impact.

A career with Serenia Life Financial offers the opportunity to combine entrepreneurship, financial services and meaningful client relationships.

You will have the responsibility of building your business, but you will not be building it by yourself.

If you are looking for a career where your growth is not defined by a traditional corporate ladder and where the relationships you build today can become the foundation of your business for years to come, we would like to hear from you.

Build your practice. Grow your income. Help protect what matters most.

This posting is for an open vacancy.

Serenia Life Financial may use artificial intelligence (AI) tools to support portions of our recruitment process. All hiring decisions include human review.

Serenia Life Financial is committed to providing accommodation throughout the recruitment process upon request.